LGM Risk Managed Total Return Fund Institutional Class (LBETX) - Allocation--15% to 30% Equity fund with $35.29 Million in assets. The fund allocates 194.28% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is MSILF-TREA-INS at 59.63% of total assets. This is followed by SPDR SP 500 ETF (27.46%) and INVESCO QQQ TRUS (6.71%).